I encounter the same issues with all the IQ Checklists described below. As such, I wasn’t able to use the Checklists. Appreciate your quick resolution of the IQ Checklists. Thanks.
I did not face the same problems with DM Checklists, and was thus able to use the DM Checklists for my analysis. As I do not want to use the DM Checklists interchangeably with IQ Checklists and want to use only IQ Checklists for Value-Growth companies, would appreciate if you could please resolve these issues I face with the IQ Checklists.
- All the Tick Circles disappear in the saved files each time I save the Original Checklists (showing Tick Circles) as a separate Checklist for the stocks I am analyzing. I need these Tick Circles in the saved files for my analysis.
- Only the Tick Squares (Economic Moats, Key Growth Drivers, Significant Risk Factors in Business Checklist and Company Types, Industry Peers Comparison, MOS % in Valuation Checklist) remain intact in the saved files. This is correct.
- The ‘Other Comments’ boxes in all the Checklists remain intact. This is also correct.
The PDF checklist is still working fine on my Macbook laptop.
I guess yours could be Microsoft? If that is the case, the error could be due to constant software updates that may alter the original file. We created the checklist a few years back but the software is no longer available, so I’m afraid it will take sometime if we were to find a new software and recreate everything from scratch.
What I’d suggest is to use annotation in your PDF. There is a highlight/text button which you can highlight yes/no or write anything you want under the text field for the comment box. That should solve the issue you’re facing.
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